Coherent (COHR) Q4 2026 Earnings Call Transcript

Image source: The Motley Fool. Wednesday, Aug. 12, 2026 at 4:30 p.m. ET Chief Financial Officer - Sherri R. Luther Revenue -- $7.12 billion for fiscal 2026, representing 28% pro forma growth driven by data center and communications demand. Non-GAAP EPS -- $5.61 for fiscal 2026, increasing 59% compared to the prior year. Q4 Revenue -- $2.05 billion, up 42% on a pro forma basis year over year. Data Center and Communications Revenue -- $1.62 billion in Q4, accounting for 79% of total company revenue. Industrial Segment Revenue -- $430.5 million in Q4, reflecting pro forma performance that was roughly flat due to continued weakness in broader industrial markets. Non-GAAP Gross Margin -- 40.2% in Q4, a 215 basis point improvement year over year reflecting lower input costs and improved manufacturing yields. Non-GAAP Operating Margin -- 21.8% in Q4, compared to 18% in the year-ago quarter due to strong revenue growth and operating leverage. Debt Leverage Ratio -- 0.7 times at the end of fiscal 2026, reduced from 2 times following $513 million in debt payments during the year. Capital Expenditures -- $556 million in Q4, focused on expanding tooling and capacity for the data center and communications business. Q1…